𝐀𝐒𝐌𝐋 𝐁𝐞𝐚𝐭𝐬 𝐐𝟏 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐐𝟐 𝐒𝐨𝐟𝐭

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: €8.77B (Est. €8.65B) ✅

• EPS: €7.15 (Est. €6.64) ✅

• Gross Margin: 53.0% (Est. 52.0%) ✅

• Net Income: ~€2.8B

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q2 Revenue: €8.4B–€9.0B (Est. €9.1B) ❌

• Q2 Gross Margin: 51%–52%

• FY26 Revenue: €36B–€40B (prev. €34B–€39B) ✅

• FY26 Gross Margin: 51%–53%

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

Strong Q1 driven by solid execution, with raised full-year outlook despite softer Q2 expectations.

𝐀𝐒𝐌𝐋: 𝐁𝐞𝐚𝐭𝐬 𝐐𝟏, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐅𝐘 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞, 𝐐𝟐 𝐒𝐨𝐟𝐭